[NEW] Lead Generation Campaign | Medicare (2021 Annual Enrollment)

01 Oct, 2021 BY Nicolle

Do you want to connect with prospects who need Medicare planning help? 

This campaign is for you.

Health care is likely to be the biggest unknown expense that people face in retirement.

Fortunately, Medicare is there to help people manage these costs. But only if they make the right choices at the right time.

Cut through the noise and attract fresh prospects with a campaign that offers the free guide: 

The Simple 3-Step Medicare Guide:
When, Why, and How to Choose a Plan That’s Right for You

It’ll help your prospects answer these questions: 

  • When do you need to enroll in Medicare?
  • Already enrolled? Could you save money with a different plan?
  • Do you need Medigap coverage (or is it a waste of money)?

Position yourself as the expert and nurture existing prospects by highlighting the fact that choosing the right Medicare plan could save them thousands.

The lead magnet is designed to be “precisely vague”. It provides good advice, but opens a loop with critical questions that the prospect must work with you to resolve. 

Drive traffic to your offer with prospecting emails, social media posts, and optional Facebook ads. 

The campaign copy builds urgency by revealing how much money prospects could be losing every year by being on the wrong Medicare plan.

We help you continue the conversation with prospects, bringing them deeper into the awareness funnel.

Follow-up emails position you as the right source for help and offer a free appointment to discuss their retirement questions. 

Prospects who have immediate needs are encouraged to request an appointment with you, bringing these prospects right into your office.

Use this campaign with HNW pre-retirees who are within 5 years of retirement.

It includes:

  • 3 broadcast emails promoting the value of the free download
  • 12 social media posts that automatically post to your social media accounts over 4 weeks
  • 1 landing page offering the free download while capturing a prospect’s name & email address
  • 1 download confirmation email
  • 2 download follow-up emails
  • 1 confirmation page where motivated leads can request a free chat with you
  • 1 appointment confirmation page that points leads to your website

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More about this campaign:

Title: Medicare Annual Enrollment 

Type: Lead Generation Campaign

Description: Drive prospective clients to a lead magnet that outlines the “perfect cocktail” strategy that’s used by wealthy investors.

Target Audience: High Net Worth Investors.

Primary Outcome/Action: Encourage HNW investors to reach out and book an appointment with you.

Running Time: 4 weeks.


Interested in seeing how one of our Lead Generation campaigns is made? Check out this episode of Behind the Campaign.

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